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Level 1

I need to reimburse a customer for a business item. I would like to apply it to their invoice. How do I do this

I have tried giving a credit memo but I'm not given the option of the correct expense categories.
1 Comment
QuickBooks Team

I need to reimburse a customer for a business item. I would like to apply it to their invoice. How do I do this

I’ll help you manage these entries to ensure books remain accurate, @legacyallianceok.

 

When recording a refund to a customer, a credit memo is one of the options to reduce sales. However, the option to select categories on the page is unavailable.

 

You’ll want to create a check instead and use the Account Receivable (A/R) under the category so we can link it to your customer’s invoice.

 

Here’s how:

 

  1. Select the +New button.
  2. Choose Check under Vendors.
  3. Enter the necessary details on the page.
  4. Make sure to use the (A/R) under the category.
  5. Press the Save and close button.

 

For returning customers who receive regular invoices, you can schedule the creation and sending of invoices to be done automatically. Your invoices can be sent in batches or individually, as it suits your business needs. Visit this article here about creating a recurring invoice to learn more.

 

We also have a guide on managing customers and income that I'm sure you'll find helpful.

 

Please don't hesitate to let me know if I can be of further assistance. Wishing you well.

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